+67.1%
V vs DINO
+313.0%
-245.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.8% | -4.5% | -2.1% |
| 7D | -1.1% | +4.2% | -5.3% | -1.6% |
| 30D | +1.9% | +33.9% | -32.0% | -2.1% |
| 3M | +15.5% | +50.5% | -35.0% | +9.1% |
| 6M | +16.6% | +95.2% | -78.5% | +5.9% |
| YTD | +5.7% | +140.6% | -134.8% | -7.3% |
| 1Y | +8.6% | +119.0% | -110.4% | -3.7% |
| 3Y | +52.5% | +100.4% | -47.9% | +33.5% |
| 5Y | +67.1% | +324.6% | -257.5% | +24.0% |
| All | +67.1% | +313.0% | -245.9% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded DINO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling